User Guides

Learn SuccessFlow, step by step

Short, focused guides for new users. Start from the top or jump straight to what you need.

Start Your SuccessFlow Free Trial

Getting StartedUser guide

New organisations can get started with SuccessFlow by beginning a 30-day free trial. Existing users can continue to sign in using their current account.

  1. 1

    Go to the SuccessFlow Sign In page

    Go to the SuccessFlow Sign In page by visiting Sign In here.

    • Existing users: enter your email and password, then select Sign In.
    • New organisations: select Start 30-Day Free Trial.

    You can no longer create a new account directly from the Sign In page. The free trial is the only way for a new organisation to get started.

  2. 2

    Select Start 30-Day Free Trial

    On the Sign In page, choose Start 30-Day Free Trial. This is for new organisations setting up SuccessFlow for the first time.

    Existing users don't need this step. Just sign in with your current account.

  3. 3

    Complete your organisation account setup

    Fill in the trial registration form with the details for yourself and your organisation, including:

    • Business name
    • Your first and last name
    • Mobile number (optional)
    • Email address
    • Password

    Accept the Privacy Policy and Terms, then submit the form. You'll receive a confirmation email. Follow the link in it to activate your account.

  4. 4

    Start using SuccessFlow

    Once your account is confirmed, head to Sign In here to reach your dashboard and begin working in SuccessFlow.